Sargent Bickham Lagudis’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sargent Bickham Lagudis’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$88.8K	Buy	967 +27	+3%	+$2.43K	0.01%	354
2022 Q3	$77K	Buy	940 +6	+0.6%	+$548	0.01%	350
2022 Q2	$83K	Buy	934 +5	+0.5%	+$474	0.01%	343
2022 Q1	$92K	Hold	929	–	–	0.01%	344
2021 Q4	$94K	Hold	929	–	–	0.01%	341
2021 Q3	$87K	Hold	929	–	–	0.01%	353
2021 Q2	$90K	Hold	929	–	–	0.01%	356
2021 Q1	$88K	Hold	929	–	–	0.01%	352
2020 Q4	$78K	Buy	+929	New	+$74.7K	0.01%	357
2016 Q2	–	Sell	-53	Closed	-$4K	–	709
2016 Q1	$4K	Buy	+53	New	+$3.73K	﹤0.01%	640

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Sargent Bickham Lagudis's AIVL Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 2.9% in Q4 2022, buying an estimated $2.43K and bringing the position to 967 shares worth $88.8K. The position accounts for 0.01% of the portfolio, ranked #354.

Sargent Bickham Lagudis first reported a position in AIVL in Q1 2016 and has held it in 10 quarters since. The position peaked at $94K in Q4 2021. 125 funds tracked by Wall St. Rank hold AIVL as of Q4 2022.

Sargent Bickham Lagudis held 967 shares of WisdomTree US AI Enhanced Value Fund worth $88.8K as of Q4 2022.
Sargent Bickham Lagudis bought 27 WisdomTree US AI Enhanced Value Fund shares in Q4 2022, an estimated $2.43K.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #354 holding.
Sargent Bickham Lagudis first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2016 and has held it in 10 quarters since.
Sargent Bickham Lagudis's WisdomTree US AI Enhanced Value Fund position peaked at $94K in Q4 2021.
125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.